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iShares US Technology ETF

1,030 hedge funds and large institutions have $12.3B invested in iShares US Technology ETF in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 383 increasing their positions, 293 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 46

31% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 293

25% more funds holding in top 10

Funds holding in top 10: 3645 (+9)

20% more call options, than puts

Call options by funds: $15M | Put options by funds: $12.5M

16% more capital invested

Capital invested by funds: $10.6B → $12.3B (+$1.66B)

6% more funds holding

Funds holding: 9721,030 (+58)

2.56% less ownership

Funds ownership: 64.48%61.91% (-2.6%)

Holders
1,030
Holders Change
+58
Holders Change %
+5.97%
% of All Funds
14.88%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
0.65%
New
120
Increased
383
Reduced
293
Closed
46
Calls
$15M
Puts
$12.5M
Net Calls
+$2.45M
Net Calls Change
-$3.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$86.2M +$72.9M +527,510 +1,170%
Goldman Sachs
27
Goldman Sachs
New York
$84.9M +$29.1M +210,447 +60%
Stifel Financial
28
Stifel Financial
Missouri
$71.5M +$7.13M +51,579 +12%
NA
29
NewEdge Advisors
Louisiana
$63.2M +$10.6M +76,710 +22%
Osaic Holdings
30
Osaic Holdings
Arizona
$63.1M -$7.55M -54,621 -12%
UCFA
31
United Capital Financial Advisors
Texas
$62M -$2.33M -16,827 -4%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$61.3M -$1.37M -9,889 -2%
Two Sigma Investments
33
Two Sigma Investments
New York
$57.3M +$17M +122,700 +48%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$57.2M -$2.92M -21,160 -5%
PS
35
Portfolio Strategies
New York
$54.9M +$13M +93,854 +35%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$54M +$3.21M +23,228 +7%
AAS
37
Avantax Advisory Services
Texas
$52.6M +$922K +6,671 +2%
QWP
38
Quotient Wealth Partners
Texas
$52.3M -$3.01M -21,811 -6%
SA
39
Sanctuary Advisors
Indiana
$50M +$52.7M +381,462 New
CWM
40
Congress Wealth Management
Massachusetts
$49.8M -$796K -5,758 -2%
KAS
41
Kestra Advisory Services
Texas
$46.4M +$3.64M +26,335 +9%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$45.8M -$1.53M -11,104 -4%
JC
43
JB Capital
Connecticut
$44.7M -$236K -1,706 -0.6%
Prudential Financial
44
Prudential Financial
New Jersey
$44.3M +$1.15M +8,311 +3%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$39M +$13.8M +99,800 +63%
JWCA
46
J.W. Cole Advisors
Florida
$37.5M +$14.4M +103,915 +72%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$35M +$2.7M +19,527 +9%
HighTower Advisors
48
HighTower Advisors
Illinois
$35M -$1.6M -11,564 -5%
FIA
49
Foundations Investment Advisors
Arizona
$32.9M +$1.1M +7,988 +4%
HCMG
50
Howard Capital Management Group
California
$31.1M +$320K +2,315 +1%

IYW Hedge Fund Activity: Q2 2024 in Review

1,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Technology ETF (IYW) for Q2 2024, worth a combined $12.3B — up 16% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new IYW positions and 46 closed out — a net gain of 74 holders — while 383 added to existing stakes and 293 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $89.7M. The largest seller was Fidelity International, cutting an estimated $126M.

  • 1,030 institutional investors held iShares US Technology ETF (IYW) as of Q2 2024, up from 972 in Q1 2024.
  • Funds reported $12.3B of iShares US Technology ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 120 funds opened new iShares US Technology ETF positions in Q2 2024 and 46 closed out, a net change of +74 holders.
  • The largest iShares US Technology ETF buyer in Q2 2024 was 1832 Asset Management, an estimated $89.7M added.
  • The largest iShares US Technology ETF seller in Q2 2024 was Fidelity International, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.